Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,630 |
Service code 17 · EIN 47-1411118 | Pension Consulting | $15,123 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,527 | $102,197-9.5% | $142,449-35.0% | $74,419+24.3% |
| Participation rate | 93.1% | 79.8%+13.2pp | 76.8%+16.3pp | 70.7%+22.4pp |
| Annual return | 18.58% | 19.73%-1.1pp | 19.99%-1.4pp | 34.38%-15.8pp |
| Employer contribution / active EE | $7,586 | $5,052+50.2% | $4,847+56.5% | $2,637+187.6% |
| Participant deferral / active EE | $6,741 | $6,304+6.9% | $6,283+7.3% | $4,528+48.9% |
| Admin fee / account holder | $163 | $186-12.5% | $10,011-98.4% | $348-53.3% |